PMFA
RC

Plante Moran Financial Advisors’s Ready Capital RC Stock Holding History

Plante Moran Financial Advisors’s Portfolio RC Stock Details RC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-700
Closed -$7.17K – 918
2023
Q4 		$7.17K Hold
700
– – ﹤0.01% 602
2023
Q3 		$7.08K Sell
700
-250
-26% -$2.75K ﹤0.01% 566
2023
Q2 		$10.7K Hold
950
– – ﹤0.01% 543
2023
Q1 		$9.66K Hold
950
– – ﹤0.01% 569
2022
Q4 		$10.6K Hold
950
– – ﹤0.01% 570
2022
Q3 		$10K Hold
950
– – ﹤0.01% 590
2022
Q2 		$11K Hold
950
– – ﹤0.01% 595
2022
Q1 		$14K Buy
+950
New +$14.2K ﹤0.01% 555

Other funds holding RC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WAM
Waterfall Asset Management New York $179M AUM 12.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Plante Moran Financial Advisors's RC Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of Ready Capital (RC) in Q1 2024, closing a stake of 700 shares — an estimated $7.17K sold.

Plante Moran Financial Advisors first reported a position in RC in Q1 2022 and held it in 8 quarters. The position peaked at $14K in Q1 2022. 268 funds tracked by Wall St. Rank hold RC as of Q1 2024.

  • Plante Moran Financial Advisors reported no remaining Ready Capital position as of Q1 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 700 Ready Capital shares in Q1 2024, an estimated $7.17K.
  • Plante Moran Financial Advisors first reported a position in Ready Capital in Q1 2022 and held it in 8 quarters.
  • Plante Moran Financial Advisors's Ready Capital position peaked at $14K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held Ready Capital as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.